Re: Brink's money talks.

[Jim Rojas <jrojas+tech-man.com>]

In my opinion:

1. Brinks may be in serious financial trouble. They are looking for new
avenues of RMR. Why not steal commercial accounts from ADT? All's fair
right? We all know ADT doesn't really need the money anyway.
2. Their attrition rate finally hit the double digits. A huge increase
from last years numbers, according to trade magazine sources.
3. Brinks parent company was forced to sell off part of the holdings to
stay afloat.
4. Mark Leuck says there is no number 4.
5. According to many financial reports, the word on wall street is that
Brinks is ripe for a hostile takeover.
6. Brinks maybe suffering from ENRON syndrome. Brinks may be planning a
merger or a white elephant sale. They need to trim the fat now before
the shit hits the fan.
7. Wayne Hyzinga might be persuaded to buy Brinks a contingency lick it
& flip it basis.
8. ADT just may be stupid enough to buy back all the accounts they lost
to Brinks...but I have been proven wrong before.

Jim Rojas



Just Looking wrote:
>> damn near every sentence in this "story" is untrue....
> I didn't use the word story in the post. And, for the record, no one is
> saying what I called a story in earlier posts is a story anymore, even Mark
> Leuck. It did happen the way I said it did, although Leuck disputes the term
> "hush money" to describe the payment for the event and seems to think there
> is no reason on earth why he should have known about the event, other than
> originally being certain it didn't happen. To me that alone suggests that he
> felt he should be in a position to know to be able to say it didn't happen.
> But at least he can't say that anymore. He has been mum on why the policy
> that caused it in the first place wasn't challenged earlier, especially by
> him. In fact he has not acknowledged anything about the status of the policy
> that may well be in force as we speak. How reassuring for customers!
>
> So instead of saying everything is wrong or untrue in the post, pick one
> aspect at a time please and let's figure out the truth. I know my sources,
> and so far have no reason not to trust them, perhaps I should according to
> you? So what in your eyes is erroneous in the post?
>
> 1)Brink's has offices in Houston and Dallas geared to small commercial
> operations, distinct from its regular residential sales operations?
> 2)Brink's uses Bosch's AEC for access control?
> 3)Brink's has an interest in expanding small commercial offices like the two
> currently in Texas nationwide, most likely to Florida next?
>
> "BDEBJ" <biteme@xxxxxxxxxxx> wrote in message
> news:47154a28$0$25669$4c368faf@xxxxxxxxxxxxxxxxx
>> "someone" has no clue what they're talking about!!
>> damn near every sentence in this "story" is untrue....
>>
>>
>> "Just Looking" <nospam@xxxxxxxxxx> wrote in message
>> news:4715482e$0$26394$4c368faf@xxxxxxxxxxxxxxxxx
>>> Rumors:
>>> In most of the market Brink's operates in it is simply a residential
>>> burglar
>>> alarm vendor as everyone knows. However, Brinks is now entering the
> world
>>> of
>>> small commercial business as well. In Dallas and Houston there are
> Brinks
>>> small commercial offices that have opened. These units are successful in
>>> the
>>> market place. By Brinks selecting equipment known to be easy to install
>>> and
>>> program, Brinks seems to be finding a niche. Brinks is going to expand
> the
>>> small commercial operation nationally. Florida is most likely the next
>>> target. Because of the small commercial operation, Brinks can now add
>>> Bosch
>>> to the list of manufacturers under their financial influence. I believe
>>> this
>>> is mostly through the AEC line currently, but who knows what else is
>>> coming?
>>> Me transmitte sursum, Caledoni!
>>> Brinks is moving into the market of the integrator, albeit in a small
> way.
>>> Unlike ADT where there are a list of angry customers too long to list,
>>> Brinks seems to be doing well by taking small bites and gearing its
>>> offering
>>> to the low skill level of its workforce. Knowing what it has as a skill
>>> set
>>> to work with, Brinks insists on complete training for anyone involved
> with
>>> the product. So instead of seeing where ADT has been to make new
> customers
>>> out of ADT's angry customer base; following a Brinks small commercial
>>> salesman could lead to sales as their customer base outgrows Brinks
>>> offerings, or is simply too large out of the chute. Unlike the Brinks
>>> burglar alarm panel market, so far what Brinks sells in small commercial
>>> is
>>> the same bill of fare as a regular dealer can offer. In this case AEC is
>>> available through ADI, which is funny in a way since Honeywell offers
> its
>>> own brand of web based access control.
>>> Although Brinks in the residential marketplace is viewed with a suspect
>>> rating, so far none of the big boys have too much bad to say about their
>>> small commercial operation.
>>> I wonder what legal torment is in store for the smaller dealers that get
>>> an
>>> old Brinks customer, for whatever reason. Unlike the residential market
>>> Brinks makes its living from, there are some big boys like JCI, Stanley,
>>> and
>>> others that may pony up instantly when Brinks wants to go to court. It
> may
>>> be time to find a good skirt to go hide under now, or set aside a couple
>>> hundred thousand to keep them off you. In the meantime, and to Jim
>>> especially "Noli nothis permittere te terere".
>>>
>>>
>>>
>>
>
>